See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,830 | $81,460-49.9% | $103,333-60.5% | $80,856-49.5% |
| Participation rate | 77.4% | 66.8%+10.6pp | 74.5%+2.9pp | 67.6%+9.8pp |
| Annual return | 14.34% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,963 | $3,105-4.6% | $3,868-23.4% | $2,755+7.6% |
| Participant deferral / active EE | $9,979 | $3,869+158.0% | $5,057+97.3% | $4,296+132.3% |
| Admin fee / account holder | $7,418 | $6,566+13.0% | $8,355-11.2% | $6,918+7.2% |